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TurboTax Deluxe Federal + eFile + State 2009

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TurboTax Deluxe Federal + eFile + State 2009 Review and Overviews
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TurboTax Deluxe Federal + eFile + State 2009 Feature

  • TurboTax Deluxe guarantees your biggest tax refund by finding and maximizing your deductions
  • Uncovers over 350 deductions including mortgage interest, charitable contributions, and more
  • Guides you through changes in your tax situation and lets you know how they will impact your taxes
  • Audit Risk Meter helps you reduce your chance of an audit
  • Free Federal E-File—receive IRS confirmation and get your refund in as few as 8 days

TurboTax Deluxe Federal + eFile + State 2009 Specification

If you own a home, made donations or have medical expenses, TurboTax Deluxe will easily get you every tax deduction you deserve.

Get Your Refund Fast: Efile Your 2009 Taxes with TurboTax
Here's how efile works: Start your return and efile with TurboTax today. The moment the IRS starts accepting returns, scheduled for January 15, 2010, TurboTax will submit your efiled return. The IRS will confirm receipt by e-mail within 48 hours.

Here's how it works:

Asks easy questions
We customize questions to your unique situation, transfer your info from last year, and put it all on the right tax forms for you.

Maximizes deductions
We search for more than 350 deductions to get you the biggest refund possible
guaranteed.

Efile for a fast refund
Efile with direct deposit to get your refund in as few as 8 days. Five federal efiles included. Prepare and print unlimited single state filings. Additional state forms and state e-file are available for an additional charge.

Why TurboTax Deluxe is the easiest choice for you

TurboTax Deluxe was designed to make it easy for you to get the biggest tax refund possible. Choose TurboTax Deluxe if any of the following apply to you:
  • You own your home
  • You donated to charity
  • You have significant education or medical expenses
  • You have childcare expenses
  • You have lots of deductions

If you own investments or rental property, choose TurboTax Premier. It has everything in Deluxe PLUS will provide extra guidance so you get the most from your investments.

If you are a sole proprietor, consultant, 1099 contractor, or single-owner LLC, TurboTax Home & Business has everything in Premier and will help you make the most of your business and personal deductions.

If you own an S Corp, partnership, C Corp, or multiple-owner LLC, choose TurboTax Business.

Compare TurboTax Software

Everything you need to do your taxes with ease.

Finds All Deductions and Credits You Deserve to Get Your Biggest Refund

Stimulus Ready
Updated with all of the latest tax laws to help you get all of the deductions and credits you deserve--including the new 2009 Stimulus Plan credits for homebuyers, new car purchases and more.

Maximizes Your Tax Deductions
Asks simple questions about your income, family situation and changes in your tax situation and credits. Then, based on your answers, searches for more than 350 deductions and credits to get you the biggest tax refund--guaranteed.

Looks for Deduction Opportunities as You Go
Shows you which deductions you've taken. Which deductions you haven't. And tells you how to qualify for just about any deduction, so you don't miss any opportunities to save.

Gets You the Maximum Deduction for Donations
ItsDeductible (included) helps you accurately value items you donate to charity–no more guessing. Plus, it tracks other donations such as cash, mileage and stocks, to help you get every charitable deduction you're entitled to.

Handles Your Life Changes
Changed jobs? Got married? Bought a home? Had a baby? TurboTax guides you through common life changes, explains how the changes will impact your taxes, and tells you what you can deduct.

Helps with Medical Expenses
Does all the math and tells you if you qualify to deduct your medical expenses for maximum tax savings.

Includes Downloadable Audit Support Center
Being contacted by the IRS can be confusing and stressful, but it doesn't have to be. That's why we've created the TurboTax Audit Support Center, included for FREE with all TurboTax products.

Only about 1% of all personal tax returns were audited, so it is unlikely, but if you are contacted by the IRS, we'll help you to:

  1. Find out why the IRS contacted you
  2. Determine what it means
  3. Prepare your next steps
With downloadable step-by-step guidance, including what different types of IRS letters may mean, you'll know exactly where you stand and what to do next.

Remember, TurboTax guarantees 100% accurate calculations. If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we'll pay you the penalty and interest.

Helps You Reduce Audit Risk

Tracks Your Audit Risk
Audit Risk Meter checks your tax return for common audit triggers. Shows whether your risk is high or low. And provides tips to help you reduce your chance of an audit.

Includes Downloadable Audit Support Center
Gives you step-by-step guidance on everything you need to know and do if the IRS contacts you.

Also Available: Audit Defense
Provides full-service representation by a trained tax professional. You will never have to meet with the IRS, unless you want to.

Does the Hard Work for You

Asks Easy Questions, Tailored to You
Guides you step by step through your tax return and puts your answers on the right tax forms for you. Skips interview questions that don't apply to you, so you can finish your return faster.

Improved Automatically Fills in W-2 and 1099 Info
Gets your W-2 and 1099 data directly from over 100,000 participating employers and financial institutions and automatically puts it in the right tax forms. A brief summary lets you review and edit downloaded information if necessary.

Improved Transfers Last Year's Tax Info
No retyping necessary. Fills in information from your previous year's return to save time and increase accuracy. Shows you what you're importing and where it goes in your return. You can also import from other tax software including TaxACT and H&R Block's TaxCut.

Imports Your Financial Data
Imports information from your financial software (including Quicken, QuickBooks 2007 and higher, and Microsoft Money) so you can skip the cut and paste this year.

New Makes it Easy to Hold Your Place
Flag areas in your tax return so you can get back to them easily.

TurboTax customizes questions to your unique situation, transfer your info from last year, and put it all on the right tax forms for you. Click to enlarge.

TurboTax searches for more than 350 deductions to get you the biggest refund possible--guaranteed. Click to enlarge.

Provides Help and Advice When You Need It

Live Tax Answers
Get live answers online from TurboTax experts and other TurboTax users in our Live Community. Plus you'll have instant access to answers to commonly asked tax questions on every screen.

Straightforward Guidance & Advice
Find help on any tax topic from anywhere within TurboTax. Get plain-English explanations of specific tax areas and helpful examples when you need them.

Guide Me
Not sure how to answer a tax question? We'll guide you to the right answer, making your taxes even easier.

Explains Your Return
Shows you a summary of your return, including income, tax, credits and payments so you know your taxes are accurate. Provides recommendations to help you get an even bigger refund next year.

FREE Technical Support
Got a software question? No problem! Get answers from a TurboTax expert via e-mail, phone, or live chat.

Spots Errors and Shows How to Fix Them

New Smart Check Scans for Mistakes
Smart Check double-checks your return for errors, so you can be confident your taxes are done right.

Guaranteed Accurate Calculations
If you should get hit with an IRS or state penalty or interest due to a TurboTax calculation error, we'll pay you the penalty and interest.

Keeps You Up-to-Date with the Latest Tax Laws
With a single click you can check for updates each time you start to ensure your return includes the latest IRS and state tax forms. No more disruptions while you work on your return.

Get Your Refund Faster with Included Federal Efile

Shows Your Tax Refund in Real Time
Watch your refund add up as you complete your return. Our Dual Refund Monitor constantly displays and updates both your federal and state refunds (or taxes due) as you complete your federal return.

Federal Efile Included
Get your refund in as few as 8 days with efile and direct deposit. Free federal efile is included with TurboTax at no extra charge. If you're a returning user, we'll automatically transfer your efile information from your previous year's return to save you even more time.

TurboTax Deluxe Includes These Tax Forms

TurboTax takes the worry out of deciding which forms you need to file. Just answer simple questions and TurboTax fills out the right forms for you.

Most Commonly-Filed IRS Tax Forms and Schedules

Form 1040Individual Income Tax Return
Schedule AItemized Deductions
Form 1040AIndividual Income Tax Return
Schedule BInterest and Dividend Income
Schedule D/D-1Capital Gains and Losses/Additional Capital Gains and Losses
Form 1040EZIncome Tax Return for Single and Joint Filers With No Dependents
Schedule C/EZProfit (or Loss) from Business/Net Profit from Business
Schedule EICEarned Income Credit
Schedule ESupplemental Income and Loss
Schedule SESelf-Employment Tax

Other Tax Forms and Schedules

Schedule FProfit or Loss from Farming
Schedule HHousehold Employment Taxes
Schedule JIncome Averaging for Farmers and Fishermen
Schedules K-1 Worksheet (Form 1041)Estates and Trusts
Schedules K-1 (Form 1065)Partner's Share of Income, Credits, Deductions
Schedules K-1 (Form 1120S)Shareholder's Share of Income, Credits, etc
Schedule RCredit for Elderly or Disabled
Schedule 1 - 1040AInterest and Ordinary Dividends for Form 1040A Filers
Schedule 2 - 1040AChild and Dependent Care Expenses
Schedule 3 - 1040ACredit for Elderly or Disabled
Form 982Reduction of Tax Attributes Due to Discharge of Indebtedness
Form 982WKSCancellation of Debt Worksheet
Form 1040-ESEstimated Tax for Individuals
Form 1040-VPayment Vouchers
Form 1040XAmended U.S. Individual Income Tax Return
Form 1098TTuition Statement
Form 1099-MISCMiscellaneous Income
Form 1099-QPayments From Qualified Education Programs
Form 1099-RDistributions From Pensions, Annuities, Retirement, etc.
Form 1116Foreign Tax Credit
Form 1116 AMTForeign Tax Credit for AMT
Form 1310Statement of Person Claiming Refund Due a Deceased Taxpayer
Form 2106/EZEmployee Business Exp/EZ Employee Business Expenses Short Form
Form 2119Home Sale Worksheet
Form 2120Multiple Support Declaration
Form 2210/2210AIUnderpayment of Tax/Annualized Income
Form 2210FUnderpayment of Estimated Tax by Farmers
Form 2439Notice to Shareholder of Undistributed Long-Term Capital Gains
Form 2441Child and Dependent Care Expenses
Form 2555Foreign Earned Income
Form 3468Investment Credit
Form 3800General Business Credit
Form 3903Moving Expenses
Form 4136Credit for Federal Tax Paid on Fuels
Form 4137Tax on Unreported Tips
Form 4255Recapture of Investment Credit
Form 4506Request for Copy of Tax Form
Form 4562Depreciation and Amortization
Form 4684Casualties and Theft
Form 4797Sales of Business Property
Form 4835Farm Rental Income and Expenses
Form 4852Substitute W-2 or 1099-R
Form 4868Application for Automatic Extension of Time to File
Form 4952/AMTInvestment Interest Expense Deduction/Investment Interest Expense Deduction - AMT
Form 4972Tax on Lump-Sum Distributions
Form 5329Additional Taxes on Retirement Plans
Form 5405First-Time Homebuyer Credit
Form 5695Residential Energy Credits
Form 6198At-Risk Limitations
Form 6251Alternative Minimum Tax
Form 6252Installment Sale Income
Form 6781Gains/Losses from Section 1256 Contracts and Straddles
Form 8283Non-cash Charitable Contributions
Form 8332Release of Claim to Exemption for Child of Divorced of Separated Parents
Form 8379Injured Spouse Claim and Allocation
Form 8396Mortgage Interest Credit
Form 8453U.S. Individual Income Tax Transmittal for an IRS E-File Return
Form 8582/AMT/CRPassive Activity Loss Limitations/AMT/Credit Limitations
Form 8586Low Income Housing Credit
Form 8606Nondeductible IRAs
Form 8615Tax for Certain Children Who Have Investment Income of More Than ,800
Form 8801Credit for Prior Year Minimum Tax
Form 8812Additional Child Tax Credit
Form 8814Parent's Election To Report Child's Interest and Dividends
Form 8815Exclusion of Interest from Series EE and I Bonds
Form 8822Change of Address
Form 8824Like-Kind Exchange
Form 8829Business Use of Your Home
Form 8839Qualified Adoption Expenses
Form 8853Archer MSAs and Long-Term Care Insurance Contracts
Form 8857Innocent Spouse Relief
Form 8859DC First-Time Homebuyer Credit
Form 8862Info to Claim EIC After Disallowance
Form 8863Education Credits
Form 8880Credit for Qualified Retirement Savings Contributions
Form 8881Credit for Small Employer Pension Plan Startup Costs
Form 8885Health Coverage Tax Credit
Form 8888Direct Deposit of Refund
Form 8889Health Savings Account
Form 8891Canadian Retirement Plans
Form 8903Domestic Production Activities Deduction
Form 8910Alternative Motor Vehicle Credit
Form 8914Exemption for Taxpayers Housing Individuals Displaced by Midwestern Disasters
Form 8915Hurricane Retirement Plan Distributions
Form 8917Tuition and Fees Deduction
Form 8919Uncollected Social Security and Medicare Tax on Wages
Form 8930Midwestern Disaster Area Distributions
Form 9465Installment Agreement Request
Form SS-4Application for Employer ID Number
Form TD F 90-22.1Report of Foreign Bank Accounts
Form W-4Employee's Withholding Allowance Certificate
Form W-2Wages and Tax Statement

Choose Security. Choose TurboTax.

TurboTax is dedicated to protecting your personal and financial information. From the most advanced technology to our dedicated Privacy Team, we have you covered.

In fact, TRUSTe, the leading Internet privacy seal-of-approval, named Intuit as one of three Most Trusted Companies for Privacy for 2007.

Our Site Is Tested Daily for Security
To support our commitment to protect your confidential data, the TurboTax Web site is tested and certified daily by the third-party McAfee HACKER SAFE Security Scan, an industry leader in Web site security.

Only You Can Access Your Return
TurboTax Online requires a unique log in. Once you create your username and password, your tax return is guarded. Rest assured that you have complete control over who sees your personal information.

TurboTax CDs and downloads store your information right on your computer. You can choose your own password to protect your personal information.

Your Information Travels Safely
Your TurboTax session is secure. TurboTax Online shields your personal information from prying eyes while you're completing your return.

TurboTax uses the same encryption technology used by banks to efile your return. This means that your information is protected from any unauthorized access while it's electronically sent to the IRS and state agencies.

Our Commitment to You
Armed with surveillance cameras and security alarms, the TurboTax Security Team physically protects our computers and your information--24 hours a day, 7 days a week.

Our Privacy Team's only job is to guard you and your information. If you feel the least bit uneasy, ask the Privacy Team about their commitment to your protection.


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